Calendar
Tuesday, February 7, 2017
8:30 AM — 11:00 AM
General Session
Presenter: Edward J. Mooney, Managing Director, BNY Mellon Wealth Management.
Ed Mooney is a senior family wealth strategist for BNY Mellon Wealth Management. He has advised clients on all aspects of family wealth and business succession strategies, concentrated equity solutions, retirement and cash flow planning, income tax control, estate & gift tax reduction techniques and investment asset allocation.
Ed is an attorney with experience in Tax, Estates, Pensions and Securities. He joined the company in 1987 and has more than 30 years’ experience in financial services, banking and investments.
The Olde Mill Inn & Grain House Restaurant
225 Route 202
Basking Ridge, NJ 07920
General Session Fees
NJCGP Member: $ 35.00
Non-Member: $ 40.00
